Linscomb Wealth’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.06M | Buy |
116,128
+3,879
| +3% | +$269K | 0.37% | 64 |
|
|
2025
Q1 | $7.96M | Buy |
112,249
+5,013
| +5% | +$355K | 0.4% | 61 |
|
|
2024
Q4 | $7.69M | Buy |
107,236
+3,656
| +4% | +$262K | 0.38% | 61 |
|
|
2024
Q3 | $8.76M | Sell |
103,580
-487
| -0.5% | -$41.2K | 0.43% | 52 |
|
|
2024
Q2 | $7.37M | Buy |
104,067
+16,346
| +19% | +$1.16M | 0.38% | 65 |
|
|
2024
Q1 | $5.61M | Buy |
87,721
+4,801
| +6% | +$307K | 0.29% | 82 |
|
|
2023
Q4 | $5.04M | Buy |
82,920
+1,831
| +2% | +$111K | 0.28% | 82 |
|
|
2023
Q3 | $4.65M | Buy |
81,089
+58,357
| +257% | +$3.34M | 0.27% | 82 |
|
|
2023
Q2 | $1.69M | Sell |
22,732
-540
| -2% | -$40.1K | 0.09% | 139 |
|
|
2023
Q1 | $1.79M | Sell |
23,272
-215
| -0.9% | -$16.6K | 0.09% | 137 |
|
|
2022
Q4 | $1.96M | Sell |
23,487
-1,576
| -6% | -$132K | 0.1% | 137 |
|
|
2022
Q3 | $1.97M | Buy |
25,063
+3,523
| +16% | +$276K | 0.12% | 124 |
|
|
2022
Q2 | $1.67M | Buy |
21,540
+964
| +5% | +$74.7K | 0.1% | 133 |
|
|
2022
Q1 | $1.74M | Sell |
20,576
-152
| -0.7% | -$12.9K | 0.08% | 145 |
|
|
2021
Q4 | $1.94M | Sell |
20,728
-606
| -3% | -$56.6K | 0.09% | 133 |
|
|
2021
Q3 | $1.68M | Sell |
21,334
-108
| -0.5% | -$8.48K | 0.09% | 139 |
|
|
2021
Q2 | $1.57M | Sell |
21,442
-359
| -2% | -$26.3K | 0.08% | 140 |
|
|
2021
Q1 | $1.65M | Buy |
21,801
+286
| +1% | +$21.6K | 0.09% | 133 |
|
|
2020
Q4 | $1.66M | Sell |
21,515
-2,181
| -9% | -$168K | 0.1% | 126 |
|
|
2020
Q3 | $1.64M | Buy |
23,696
+120
| +0.5% | +$8.33K | 0.11% | 116 |
|
|
2020
Q2 | $1.42M | Buy |
23,576
+1,448
| +7% | +$86.9K | 0.1% | 123 |
|
|
2020
Q1 | $1.33M | Buy |
22,128
+228
| +1% | +$13.7K | 0.12% | 107 |
|
|
2019
Q4 | $1.33M | Sell |
21,900
-56
| -0.3% | -$3.39K | 0.09% | 162 |
|
|
2019
Q3 | $1.28M | Buy |
21,956
+88
| +0.4% | +$5.13K | 0.1% | 109 |
|
|
2019
Q2 | $1.12M | Buy |
21,868
+128
| +0.6% | +$6.56K | 0.09% | 117 |
|
|
2019
Q1 | $1.05M | Buy |
21,740
+144
| +0.7% | +$6.96K | 0.09% | 119 |
|
|
2018
Q4 | $938K | Buy |
21,596
+152
| +0.7% | +$6.6K | 0.09% | 114 |
|
|
2018
Q3 | $899K | Hold |
21,444
| – | – | 0.07% | 127 |
|
|
2018
Q2 | $895K | Buy |
21,444
+172
| +0.8% | +$7.18K | 0.08% | 123 |
|
|
2018
Q1 | $869K | Hold |
21,272
| – | – | 0.07% | 120 |
|
|
2017
Q4 | $831K | Buy |
21,272
+5,632
| +36% | +$220K | 0.07% | 131 |
|
|
2017
Q3 | $573K | Buy |
15,640
+668
| +4% | +$24.5K | 0.05% | 154 |
|
|
2017
Q2 | $525K | Sell |
14,972
-444
| -3% | -$15.6K | 0.05% | 160 |
|
|
2017
Q1 | $495K | Sell |
15,416
-4,432
| -22% | -$142K | 0.04% | 163 |
|
|
2016
Q4 | $593K | Buy |
19,848
+536
| +3% | +$16K | 0.06% | 155 |
|
|
2016
Q3 | $591K | Sell |
19,312
-560
| -3% | -$17.1K | 0.06% | 148 |
|
|
2016
Q2 | $648K | Hold |
19,872
| – | – | 0.07% | 138 |
|
|
2016
Q1 | $588K | Sell |
19,872
-1,732
| -8% | -$51.2K | 0.06% | 141 |
|
|
2015
Q4 | $561K | Buy |
21,604
+152
| +0.7% | +$3.95K | 0.06% | 141 |
|
|
2015
Q3 | $523K | Sell |
21,452
-1,484
| -6% | -$36.2K | 0.06% | 146 |
|
|
2015
Q2 | $562K | Hold |
22,936
| – | – | 0.06% | 156 |
|
|
2015
Q1 | $597K | Sell |
22,936
-548
| -2% | -$14.3K | 0.06% | 155 |
|
|
2014
Q4 | $624K | Sell |
23,484
-36
| -0.2% | -$957 | 0.07% | 144 |
|
|
2014
Q3 | $552K | Buy |
23,520
+1,084
| +5% | +$25.4K | 0.06% | 160 |
|
|
2014
Q2 | $575K | Buy |
22,436
+524
| +2% | +$13.4K | 0.06% | 160 |
|
|
2014
Q1 | $524K | Buy |
21,912
+6,488
| +42% | +$155K | 0.06% | 163 |
|
|
2013
Q4 | $330K | Sell |
15,424
-2,396
| -13% | -$51.3K | 0.04% | 177 |
|
|
2013
Q3 | $357K | Buy |
17,820
+1,412
| +9% | +$28.3K | 0.05% | 166 |
|
|
2013
Q2 | $334K | Buy |
+16,408
| New | +$334K | 0.05% | 168 |
|